EPG Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-932
| Closed | -$234K | – | 434 |
|
|
2021
Q4 | $234K | Buy |
+932
| New | +$234K | 0.08% | 207 |
|
|
2020
Q3 | – | Sell |
-1,208
| Closed | -$211K | – | 144 |
|
|
2020
Q2 | $211K | Buy |
1,208
+851
| +238% | +$149K | 0.15% | 136 |
|
|
2020
Q1 | $51K | Buy |
357
+253
| +243% | +$36.1K | 0.04% | 279 |
|
|
2019
Q4 | $20K | Buy |
+104
| New | +$20K | 0.01% | 354 |
|